Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Hold
115,896
﹤0.01% 939
2025
Q1
$532K Hold
115,896
﹤0.01% 1023
2024
Q4
$717K Sell
115,896
-1,295
-1% -$8.02K ﹤0.01% 910
2024
Q3
$802K Buy
117,191
+260
+0.2% +$1.78K ﹤0.01% 1247
2024
Q2
$623K Buy
116,931
+1,035
+0.9% +$5.52K ﹤0.01% 1303
2024
Q1
$577K Sell
115,896
-263
-0.2% -$1.31K ﹤0.01% 1257
2023
Q4
$807K Buy
116,159
+201
+0.2% +$1.4K ﹤0.01% 968
2023
Q3
$684K Sell
115,958
-30
-0% -$177 ﹤0.01% 991
2023
Q2
$959K Buy
115,988
+1,745
+2% +$14.4K ﹤0.01% 836
2023
Q1
$707K Buy
114,243
+50
+0% +$309 0.01% 410
2022
Q4
$769K Hold
114,193
0.01% 356
2022
Q3
$942K Hold
114,193
0.01% 369
2022
Q2
$1.04M Buy
+114,193
New +$1.04M 0.01% 368